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TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH
Plan identification number 002

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED WAY OF THE MID-SOUTH has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE MID-SOUTH
Employer identification number (EIN):561010742
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GIA STOKES2024-07-29
0022022-01-01GIA STOKES2023-07-31
0022022-01-01GIA STOKES2024-07-29
0022021-01-01GIA STOKES2022-06-14
0022020-01-01GIA STOKES2021-07-22
0022019-01-01GIA STOKES2020-07-27
0022018-01-01GIA STOKES2019-09-23
0022017-01-01DR. KENNETH ROBINSON2018-07-31 DR. KENNETH ROBINSON2018-07-31
0022016-01-01GREGG SMITH2017-06-27 GREGG SMITH2017-06-27
0022015-01-01DOUG BYRNES2016-06-22 DOUG BYRNES2016-06-22
0022014-01-01DOUG BYRNES2015-06-30 DOUG BYRNES2015-06-30
0022013-01-01CHRISTY BRADLEY2014-07-29 CHRISTY BRADLEY2014-07-29
0022012-01-01CHRISTY BRADLEY2013-09-04 CHRISTY BRADLEY2013-09-04
0022011-01-01CHRISTY BRADLEY2012-10-11
0022010-01-01CHRISTY BRADLEY2011-10-12 CHRISTY BRADLEY2011-10-12

Plan Statistics for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2025 401k membership
Total number of particpants at beginning of year2025-07-2152
Total number of particpants at end of year2025-07-2144
Number of Participants With Account Balances2025-07-2142
2024: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2024 401k membership
Total number of particpants at beginning of year2024-07-2948
Total number of particpants at end of year2024-07-2952
Number of Participants With Account Balances2024-07-2945
2022: TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2022 401k membership
Total number of particpants at beginning of year2022-06-1449
Total number of particpants at end of year2022-06-1449
Number of Participants With Account Balances2022-06-1449

Financial Data on TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21732314
Net assets as of the end of the plan year2025-07-215129417
Total assets as of the beginning of the plan year2025-07-213535404
Value of plan covered by a fidelity bond2025-07-211000000
Participant contributions to plan in this plan year2025-07-2176860
Value of participant loans at end of plan year2025-07-213647
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-211774833
Other income to plan in this plan year2025-07-21474634
Plan net income in this plan year2025-07-211594013
Net assets as of the end of the plan year2025-07-215129417
Net assets as of the beginning of the plan year2025-07-213535404
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-21192
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2195
2024 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29494693
Net assets as of the end of the plan year2024-07-293535404
Total assets as of the beginning of the plan year2024-07-293632504
Value of plan covered by a fidelity bond2024-07-291000000
Participant contributions to plan in this plan year2024-07-2997870
Value of participant loans at end of plan year2024-07-29198
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29299723
Plan net income in this plan year2024-07-29-97100
Net assets as of the end of the plan year2024-07-293535404
Net assets as of the beginning of the plan year2024-07-293632504
Employer contributions to plan in this plan year2024-07-290
Fees paid to broker by Benefit Provider2024-07-29299
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2915
2022 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-140
Total liabilities as of the end of the plan year2022-06-140
Total liabilities as of the beginning of the plan year2022-06-140
Total expenses incurred by plan in this plan year2022-06-141887830
Net assets as of the end of the plan year2022-06-143807374
Total assets as of the beginning of the plan year2022-06-145271224
Value of plan covered by a fidelity bond2022-06-141000000
Participant contributions to plan in this plan year2022-06-14121420
Value of participant loans at end of plan year2022-06-142110
Other expenses paid from plan in this plan year2022-06-14133
Other contributions to plan in this plan year2022-06-140
Other income to plan in this plan year2022-06-14302560
Plan net income in this plan year2022-06-14-1463850
Net assets as of the end of the plan year2022-06-143807374
Net assets as of the beginning of the plan year2022-06-145271224
Employer contributions to plan in this plan year2022-06-140
Fees paid to broker by Benefit Provider2022-06-14198

Potentially related plans

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